We would recommend the Douglas Steers team who from the outset have given us solid financial advice which was specific to our family's goals and taylored to our appetite for risk. Time was taken to th... Voir plus
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We first met Danny after consulting with other companies, but from the start he made us feel comfortable and explained our options, and answered our questions in terms we could understand. Danny has... Voir plus
We have received excellent service and advice from the Douglas Steers team over the years. David has always taken the time to understand us and our needs, provide clear information to help us make the... Voir plus
I was introduced to Douglas Steers & Co. via unbiased.co.uk which gave me confidence from the outset. Their advisor - Mark Donohue, was very knowledgeable and understood my needs completely. After 3... Voir plus
À propos de l'entreprise
Écrit par l'entreprise
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners. Douglas Steers & Company was set up in 1994 so has now been advising for over 30 years, David Steers’ origins go back to February 1987 when he started as a Trainee Consultant for a local brokers. Our specialty is pension related planning which also includes various types of collective investments, specialising in At Retirement Planning, whether that be flexi-drawdown or annuity purchase and how you can use assets you have accumulated to ensure and maintain a secure and comfortable retirement. We first advised on drawdown contracts way back in 1995, in those days drawdown was a very different arrangement and more restrictive, however the gentleman involved with that arrangement still has the contract in place and remains one of our most valued clients. Over the years the business has changed, back in the early 1990’s we provided a full range of services but have slowly moved to more specialist advice around pensions and investment planning.
Coordonnées de contact
Tavern House, Station Road, C07 7RS, Colchester, Royaume-Uni
- 03455000909
- advice@douglassteers.co.uk
- douglassteers.co.uk
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One Very Happy Client
To appreciate why I have given 5 stars you need to know that I am approaching retirement, I'm single, live on my own and had absolutely no idea what kind of pensions I had or how they worked.
Justin has done a fabulous job in explaining everything in layman terms. He gently guided me through the process and paperwork, keeping me updated all the way and never pushing me into doing something I wasn't sure about.
Now I've been with Douglas Steers for just over a year, I feel confident that my pension is in the right hands. It honestly feels like a weight has been lifted off of my shoulders.
Justin is very approachable
Justin is very approachable, answering a lot of questions about our pensions. He goes beyond the expected service and has settled our minds about financing our retirement.
Excellent service
We have been with Douglas Steers for over a year now and are very happy with the way our pensions have been looked after. Justin has been very helpful & professional and is a pleasure to talk to, explains & answers questions in a way we understand. I would recommend this company.
I can highly recommend the service…
I can highly recommend the service provided by Douglas Steers. A special mention to my financial advisor Justin who has just provided my annual review. He always shows a very professional approach and takes time to understand my personal situation and provides clear guidance and advice. I feel confident and trust my funds are being managed as well as possible. I look forward to continuing our relationship as I head towards retirement and beyond. Many Thanks, Shaun
I highly recommend Douglas Steers and Matthew Vivian
Matthew Vivian reviewed all my pensions and talked me through each one, how it was working for me and what my options were. He provided advice on the best way forward to suit my circumstances. I was grateful for the advice and also the honesty. I felt that Matthew handled my case with integrity and was kind, sincere and responsive throughout the process and I would have no hesitation in recommending him.
Consolidation of 5 pensions - smooth process
Jordan from Douglas Steers helped me to consolidate 5 pensions, he was helpful, explained everything clearly and gave me a breakdown of pension providers. I did not feel pressured to use a specific provider, or to use Douglas Steers. I did go ahead; I had to chase one of my pension providers, Douglas Steers helped to follow-up and make sure it all went smoothly.
We recently had an annual review and I'm happy to continue using their service.
Excellent Pension Advice
I had several old pensions i didn't know what to do with. Neil Summers helped consolidate my pensions into one new fund which has since performed very well.
Neil is approachable and knowledgable, and explained my options clearly. I am very grateful for Neil's freindly guidance, and would highly recommend his services.
Excellent Service
I have been with Douglas Steers for over 18 months. Since the beginning I have been guided by Neil Summers. I am not wholly comfortable in the world of financial services, but I find Neil to be a very approachable individual and a true professional in his field. He is very patient with his explanations, and ensures to advise I am aware of my options. I am most happy with the way my portfolio has been tailored and administered. I have complete trust in Douglas Steers and especially with Neil Summers. I would highly recommend the above to anyone seeking expert financial advice.
First class financial services.…
This company has given us fantastic advice that has made our investments grow. They have always been up front and totally pro active in making our investments grow. I would recommend their services whole heartedly to anyone wishing for someone looking for help and advice in making investments.
Great company
Great company. Really puts things in language that I can understand. Over the years the greatly helped us improve in our finances.
Not interested in customer contact
Started ok last year but now I want to contact them they just ignore me, mobile number always to voicemail, leave a message but no one bothers to call back, phone the office and am told they will call back, again no one bothers, tried email and guess what.. no response. I thought they were supposed to be working for me, obviously not
We were very pleased with the helpful service.
We were very pleased with the helpful guidance given by Neil Summers regarding our pension investments.
Neil explained everything clearly and was very patient in answering our questions.
We both felt he listened carefully and we are happy our investments are tailored to us.
Any queries were answered quickly by email and we were glad to have our annual review recently to up date us.
We have recommended you to friends.
We don’t know what we would have done…
We don’t know what we would have done without the help of Justin at Douglas Steer. He explained all of our options in an easy to understand manner. We had a lot of hassle with our pension provider, but Justin helped us through and dealt with their constant queries promptly. We are grateful for all their help.
Pleased I went with Douglas Steers.
I contacted Douglas Steers some 2 1/2 years ago to consolidate 3 modest pension pots into one, and Jordan has been very helpful in doing this, and overall the one new policy is showing good growth, after fees. I have had an annual review meetings with Jordan and these have been helpful. He is clear in his explanations, including what I am getting for the monthly charges DS make!, and I have a sense of trust in his judgement. Though not a financial person myself, I keep an eye on the figures, and feel this is a mutually beneficial relationship. I am grateful for the personal touch, and gladly I chose a local company.
Douglas Steer has been good for myself…
Douglas Steer has been good for myself with pension advise and to explain the whole process very simply.
Extremely efficient service
Extremely efficient service. Our contact was very knowledgeable and helpful. He made sense of all the pension rules and assisted us with all our concerns.
My experience with Douglas Steers was amazing
My experience with Douglas Steers was absolutely amazing from start to finish, they kept me informed at all times during the process. They explained to me what my money was doing which made me very confident with Douglas Steers. Thank you Matthew.
Excellent Advice over the years
I have been a client of David Steers for nearly 30 years and have met David to discuss my finances on regular occasions. I have always found David to be a real gentleman and very professional. He always listens to what you suggest to do going forward and advises accordingly, thus allowing me to run my engineering business. With David's advice on my investments I have seen them outgrow all of the financial markets year on year. I am now in a very prosperous position to enjoy my retirement. Thankyou David and Staff.
Excellent Customer Service
Had issues with previous Pension Company Policies – Was advised by them to go to Unbiased website.
Within 5 minutes of clicking mouse – spoke to Neil Summers and arranged Appointment to visit our Home.
Neil provided Professional,Reliable,Friendly service and listens to you.
Always Contactable and very Knowledgeable.
Can be relied on to get the Job done.
Professional
Professional, friendly and honest advice given which was resulted in positive investments. Always happy to chat and always contacted within a short time if I’ve had to speak to someone. I can give nothing but the greatest praise to David and his team. I highly recommend their services to anyone who is serious about their financial future.
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